Planning Time Balance Properties

Hi,
In Planning we have Time Balance properties as "Fill" , Weighted Average -Actual_Actual" and "Weighted Average - Actual_365" but in Essbase we dont have them.
Wonder how Essbase stores them when Planning is refreshed in Essbase?
Thanks

Planning will create UDAs in the essbase database, the best way to understand what it is doing is to set a member property in Planning, refresh and then have a look at the database outline using EAS.
Cheers
John
http://john-goodwin.blogspot.com/

Similar Messages

Planning - Time Balance Last Weirdness

Hi,
In my planning (Workforce) build I have some FTE accounts that are specified as "Time Balance Last" for aggregation purposes. I am wondering how this is supposed to work because it seems t be a little bit clumsy the way it is working in this build. My Period Dimension is Jul, Aug, Sep.....Mar, Apr, May, Jun & Adj, where Adj is a 13 month adjustment period, rarely used.
The problem is that I have FTE numbers for all 12 months populated, but not populated in "Adj", as there is no purpose in this case to do so. When I do a @IDESCENDANTS(Period), The #MISSING from the "Adj" period populates YearTotal time period. I actually need to populate the Jun FTE data into the Adj period in order for the aggregation to populate YearTotal.
Is this the design/functionality as it is supposed to work? What happens if I am budgeting only up to half way through the year and there is no data in the latter months? In this case an agreggation would not put anything in the YearTotal.
I would have thought that Time Balance Last would take the last "Populated" time period and put it in YearTotal, at least, thats what I would like it to do
Thoughts?
Regards
Mike

Hi Mike
Yes this is the functionality as it is designed, the TB Last option takes the last data value regardless of whether it is #Missing or Zero.
However, there is a SKIP field that allows you to tell Essbase to skip either or both of these values in order to find the last non-zero / non-missing value. So as you describe using TB Last with Skip Missing would mean that the value entered for June would show when YearTotal was retrieved.
Try it out and see if it does what you need but be aware that there are instances where TB Last accounts will genuinely go from a value to zero or missing.
Hope this helps
Stuart Game
www.analitica.co.uk

Time balance property

Hi,
there is an account member with the TB property balance. I know that this porpoerty wld mean that the last value would roll up to the parent in the period heirarachy , but what is happening is that if there is no data in the month of September than the value at Q2 is also coming missing and since there is no value on the Q4 the value at year total is also coming missing , is there any way to suppress the missing values that means if the data has come till the month of August and not september then the roll up at Q2 l would reflect the data for August only.
thanks in advance

Have a read of :- http://download.oracle.com/docs/cd/E12825_01/epm.111/hp_admin/ch10s04s07s01.html
You will see the time balance properties that there are skip options can be applied such as None,Missing,Zeros,Missing and Zeros
Cheers
John
http://john-goodwin.blogspot.com/

Hyperion Planning 11.1.2.1 - Time Balance = None

I have a planning form which has some Accounts in the rows (forecast sales volumes) and Periods in the columns (Jan to Dec and YearTotal).
At the moment, as I enter data for months, an aggregated value is updated in the YearTotal column, which is of course expected with a time Balance of Flow.
These forecast volumes get multiplied by promotion/marketing rates (also entered on a monthly basis) to create Marketing totals etc. but crucially the client wants the Year Total in this case to be Blank. For reasons beyond my understanding the None Time Balance in Planning applications is read as Flow.
Example (What currently occurs):
/ ¦ Oct ¦ Nov ¦ Dec ¦ Year Total
Sales Volumes ¦ 10 10 20 40
Rates per Vol. ¦ 2 3 2 7
Marketing Total ¦ 20 30 40 90
Example (What I'd like):
/ ¦ Oct ¦ Nov ¦ Dec ¦ Year Total
Sales Volumes ¦ 10 10 20 40
Rates per Vol. ¦ 2 3 2 ---
Marketing Total ¦ 20 30 40 90
Is this possible? Any help Gratefully received.
Ed

Hi Alp,
The Aggregation operator for this Rate member is currently set to ~ and the Rates still calculate up to TotalYear as you enter them in the input form.
Just to be clear:
The 'rate member' is a Rate per item, (lets call it RPI) which is there purely to drive Marketing totals from the volumes entered.
The properties of this RPI member are as follows:
Aggregation for Plan1: ~
DataStorage: StoreData
TimeBalance: Flow
SkipValue: None
Account Type: Revenue
Data Type: Unspecified
I'm guessing that one of these above properties can be the issue here. I thought that Time Balance would be the answer here, but found in the Native Application Help that Planning treats "None" as "Flow".
Any reading material that can point me in the right direction here? I've had a look through the Time Balance bits in the Planning documentation but cant seem to find anything.
I'm sure this is one of those painfully-obvious-if-you-know-how things.
Thanks for all help so far!

Time Balance is set to Last for EPMA Essbase application in Essbase Outline

Hello Gurus,
Following is my scenario -
I have an EPMA Essbase applications that I have deployed from Workspace.
I have observed that even though the Time Balance property for members for the accounts dimension are set to Balance (as seen in Dimension Library) in EPMA, after I deploy the application the dimensions are tagged as TB Last in Essbase outline (as seen in EAS).
I am not aware of the functional part much, would really appreciate someone's help on this issue.
Thanks.
hyperionEPM

Here is the doc that explains time balance settings in Essbase:
http://docs.oracle.com/cd/E17236_01/epm.1112/esb_dbag/dcatimse.html
Here is the doc that explains time balance settings in Planning:
http://docs.oracle.com/cd/E17236_01/epm.1112/hp_admin_11122/ch12s04s08s01.html
And here's a quick cross reference between Essbase and Planning:
ESSBASE / PLANNING
TB Last = Balance
TB None = Flow
TB First = First
TB Avg = Average
In general, Income Statement accounts are "Flow", and Balance Sheet accounts are "Balance" (unless you're storing activity, and not balances). Statistical accounts are a mixed bag.
Hope this helps,
- Jake

Time Balance = First for account in HFM

Hi All!
Is it possible in HFM to get correct results in summary time periods for "Opening" account (like in Planning when you setup account Time Balance property as First).
For example:
I have such accounts: CFOpening (Balance type), CFFlow (Flow type), CFClosing (Balance type)
and amounts
for Jan:_
CFOpening = 100
CFFlow = 50
CFClosing = 150
for Feb:_
CFOpening = 150
CFFlow = 50
CFClosing = 200
for Mar:_
CFOpening = 200
CFFlow = 50
CFClosing = 250
for Q1_ I want see this results:
CFOpening = 100 (amount from Jan)
CFFlow = 150 (sum of Jan-Mar)
CFClosing = 250 (CFOpening + CFFlow)
but now I have:
CFOpening = 200 (amount from Mar)
CFFlow = 150 (sum of Jan-Mar)
CFClosing = 350 (CFOpening + CFFlow)
How can I get correct result for Q1 in such case?
Thanks a lot in advance!

In HFM balance accounts behave as ending balances, so that the YTD value is always equal to Periodic value. Your CFOpening account is declared as balance, accordingly HFM understands that March value (200) behaves like ending balance of this account. Therefore Q1 ending balance of the account is 200, it cannot be 100 unless you redefine your rules to set your CFOpening account always to the year beginning value (or previous year's ending balance). That is for all months CFOpening will be 100 for all months. But then you would have a problem of adding up balance and flow accounts. Because flow accounts unlike balance accts have different YTD and Periodic values. Usually, we overcome this problem by declaring all accounts as balance, at the expense of losing the Periodic values of the CFFlow account.

Managing planning time fence ( P1 MRP type ) and firm zone in ME32L

Hello,
I want to know if there is or are some documents to know how to manage planning time fence in MM02 and firm zone in ME32L ?
For me, in ME32L the firm zone is the firmed quantities sent to suppliers but not firmed for MRP so how to manage this easily ?
Thanks.
Romeo.

Dear,
Firm ZOne in SA, says that that much qty will be procured from that vendor with in that date specified, if not taken the production cost and cost related to that will be paid.
Now the planing time fence, is the time with in which no change is allowed. Hence if there is any new requirement to that RM, then it will be pushed to outside the time fence.
Hence if there is a schedule line which is already there and requirement is coved with in that, then your requirement is met, if not system will create a new schedule line in the trade off zone/planning zone.
I hope you got the point.

Scheduling Agreement & Planning Time Fence

Hello,
I read a lot of articles on Planning Time Fence and the MRP Types P1 to P4 that goes with it. And I have tested it out in a Testing Environment.
But I can't get it to do what I need.
This is a normal planning with no PTF and MRP Type PD.
Sometimes we have false requirements that show up in the past due to human error. When this happens, MRP rolls during the night and adds a bunch of deliveries in the past to cover the requirement.
I wanted to use the PTF to prevent this. Meaning that extra deliveries would get added by MRP but after a PTF and not Firm deliveries. So that once the error is corrected, MRP rolls again and deleted all the extra deliveries it added.
** Only P2 and P4 adds deliveries after the PTF, but I need it to act normal on a day to day basis aswell and have MRP create deliveries like the print screen above. To add non-Firm deliveries after the PTF is just in rare cases of human error.
Not sure if my explanation is clear.
Patricia

Hi Patricia,
The planning time fence is there to stop MRP from making changes to requirements that fall within the planning time fence.
Your planning time fence is a rolling period which shifts by 1 day each day and is calculated as of the current date. Yesterdays date is passed so it would not make sense for a planning time fence to use a date in the past to start it's calculation.
Everything that falls before the end of the planning time fence will not be changed by MRP and you will see that all these schedule lines in MD04 will have an * assigned meaning they are firmed for MRP.
If you manually add schedule lines in the past, the planning time fence will not stop you from doing this. The planning time fence will only stop MRP from making changes.
By the way:
If you manually add requirements to the scheduling agreement then MRP will never change these requirements as these are fixed requirements.
If your customer would add requirements in the past or you add independent requirements in the past and your current stock does not cover the requirements the system will generate schedule lines and will put these directly after the planning time fence with an exception message assigned to them.
As a side note:
I always wonder why such questions arrive in the forum as this is something that can be very easily tested in the test environment.

Total time balances in HRFORMS

I designed a form to report total time balances overview
using TIM_SALDO in HRFORMS.
when evaluate <b>NOT</b> a complete time evaluation periods by specifying the data selection period on the selection screen.it gives total time balances of complete time evaluation periods!?
Time evaluation periods is 10.01 - 10.31 ,
I evaluate 10.01 to 10.15,
but the result of total time balances is for 10.01-10.31.
BUT form designed by PE50,using SALDO too.
when evaluate 10.01 to 10.15,it gives right result.
I know table Table SALDO stores all cumulated balances. The balances are added from table TES to SALDO in month-end processing.
BUT WHY PE50 form can evaluate partly period ,while HRFORMS can not.
How to design using HRFORMS to evaluate partly period or corss periods?
Must I write code by using table ZES to cumulate manully?

Here is your sum in minutes
WITH your_data AS
       (SELECT       '4.30' emp_ot FROM DUAL
    UNION ALL SELECT '5.50' emp_ot FROM DUAL)
SELECT SUM(minutes) FROM (
SELECT   REGEXP_REPLACE (emp_ot, '(\d{1,2})\.(\d{2})', '\1') * 60
       + REGEXP_REPLACE (emp_ot, '(\d{1,2})\.(\d{2})', '\2') minutes
FROM your_data)
620
Message was edited by:
        Bolev

Daily working hours calculation but Half an hour flexi before start of planned time & shortfall hours calculation

Dear All,
I want to calculate daily working hours but Half an hour flexi before start of planned time & shortfall hours calculation if a person didn't completed 9 hours job.
We have different types of DWS, PWS & WSR for different PS/PSA & EG/ESG groupings.
We have a requirement for Executives/Officers (E0-E8/ S1-S2) for only one PSA (1100) for only one DWS(GFLX). In this requirement I want to calculate daily working hours but Half an hour flexi before start of planned time & shortfall hours calculation if a person didn't completed 9 hours job.
Please see the requirement and my configured DWS and PCR's in detail with example and suggest me the solution:-
Overview
I want to calculate (Please take the reference from DWS screenshot)
daily working hours, but starting from first Begin Tolerance Time
Shortfall of hours if 9 hours not completed, but again starting from first Begin Tolerance Time, although employee has come before Begin Tolerance Time
I've configured one DWS as below,
Requirement:-
The planned shift timings is 9:30 - 18:30. Employees should work and complete 9 hrs in a day, but this 9 hours should be counted only from 9:00 (i.e. Begin tolerance time). It means. In time should not consider before 9:00.
1. Suppose 1st day employee punch In time is 9:00 then he has to work up to 18:00, then only 9 hours of working will be completed & no shortfall will be calculated.
In above case, if Out time is 17:00 then shortfall will be calculated 1.0 hours, because his working hours will be counted 8 hrs only.
2. Suppose 2nd day employee punch In time is 9:45 then he has to work up to 18:45, then only 9 hours of working will be completed & no shortfall will be calculated.
In above case, if Out time is 18:00 then shortfall will be calculated 0.75 hours, because his working hours will be counted 8.25 hrs only.
3. Suppose 3rd day employee punch In time is 8:30 then he has to work up to 18:00, then only 9 hours of working will be completed & no shortfall will be calculated. (In between 9:00 - 18:00 ). Here In time is 8:30 but system should consider and count from 9:00.
In above case, if Out time is 17:30 then shortfall will be calculated 0.5 hours, although he has worked 9 hrs.
4. Suppose 4th day employee punch In time is 10:11 then he will be marked as Late Come(as per DWS) and then he has to work up to 19:11, then only no shortfall will be calculated, because he completed 9 hours.
Now the below PCR is calculating Daily Working Hours,
Now the below PCR is calculating Late Coming Hours,
Overview
I know that use of begin tolerance time is different in from my requirement. Please guide me if this DWS configuration will not work.
As of now system is able to calculate Daily Working Hours (but not from the begin tolerance time), Late coming days and Late coming hours, but shortfall is not getting calculate properly.
Please give me the idea how to write PCR for these requirement, I know that my ZDHR PCR (Daily Working Hours) needs to change or replace to fulfill this requirements.
If you want any other details please let me know.
Best Regards,
Deepak

Hi Sankarsan,
After changing the function PTIP and I used GEN in PAR2, because in PAR3 error was coming.
After the changes PCR is processing as below for three different IN time :
1. when IN time is 8:45
and in this case, ZES table No Time type is showing which is wrong because he worked from 8:45 to 18:30 it means 9:30 hours (calculation should start from 9:00 am).
2. when IN time is 9:15
and in this case, ZES table Time type 9002 is showing 9.25 hours which is correct because he worked 9.25 hours.
3. when IN time is 10:30
and in this case, ZES table Time type 9003 is showing 9.00 hours which is wrong because he worked only 8 hours.
Pls suggest.
Best Regards,
Deepak

Planning time fence and MRP question

Good morning,
We have the following requirement:-
1. We want the Planning time fence to move once a week (by 1 week)
2. If we have a schedule line at the end of the Planning time fence, we want this to move inside the planning time fence (as per step 1)
3. Put a fixing indicator on anything that falls into the Planning time fence (as per step 1).
Thanks in advance

mm

Not to include Transortation Planning time

Hi,
For made to order items where the MAD comes out as far into the future, we do not want to take the tansportation planning time (may be 3-4 days) to run in addition to the other times to confirm the delivery date (makes no sense as we can to this planning concurrently and thus improve the service). For stock orders, yes, we have no choice to include it as the order came in when the stock was already there and we have to use trans. planning time to plan the trucks.
Is there a way to avoid adding this time for trans. planning to the ATP times for made to order stocks wherein the total lead times are more than the trans. times anyway?
Thanks a lot.

Hi Roberto,
Unfortunately, the order type is the same - depending on what is in stock or is a made to order (and in the latter case, if the MAD is more than the transportation planning time, we want that TPT to be included in the MAD i.e. to overlap to save time else it would get added to the total time by itself to give an ATP date more than what we can manage well - just a customer experience/service issue)
Thanks,

Planning Time Fence and Rescheduling Purchase Req

How to Process the MD04 exception u201C30 Plan Process According to Scheduleu201D for Purchase Req.
Please provide me a Step by step procedure with example to Reschedule the Purchase Req with given rescheduling date.
*Really I am confused with PLANNING TIME FENCE.
What it does with Planned Order and Purchase Req ?
Based on the some of threads in SDN, I couldnu2019t come to the conclusion of the terminology behind PTF.
So could you please provide me an explanation with example will make clear idea on PTF.
Thanks in Advance.

dear friend,
as far as i know, all planned orders that lie in the planning time fence are firmed. that means that they can no longer be changed automatically by the system in the planning run in long-term planning.
outside the planning time fence, the system creates order proposals as usual according to the shortage quantity and the lot-sizing procedure. once these planned orders move into the planning time fence, they are automatically firmed depending on the how you have set the firming type.
the planning time fence can be defined per material in the material master record or via the MRP group.

Time Balance and Time series in ASO

We are building an ASO application and we need Time balance and dynamic time series functionality.
If I go and use the TB functionality in ASO, my Time dimension has to be stored and I cannot put mdx formulas on my members (YTD,QTD,MTD)
I see various threads here and the recommendation is to have a new dimension to view the time series members (gary's blog...tnx for him)
However we cannot afford to have a separate dimension. The time series should be under Time.
How can we go with this?
Please help me with your suggestions/ideas. Thanks for your time.
TIA
- Sai

Any ideas guys?
John, can you please shed some light on this.
TIA

Exception message 56 "shortage in planning time fence" meaningless

Hi,
I would love to use in PP R3 this message 56 "shortage in planning time fence" to detect as a matter of priority the situations where planned orders are too late or too small to meet demand and a planned shortage exists.
But this message seems to be generated only in the case of planning type M2 and M4, not M1 or M3.
Also the result wont be the same if I use a coverage profile or a safety time with both the same minimum stock coverage.
And SAP put the exception on a forecast or customer order at a date when there is actually no planned shortage : there is enough stock to meet the demand.
I would like to know if you found the same anomaly in SAP and how you work around this.
thanks in advance for answers.
Oliver

Hi Manjula,
Planning time fence is the time period in which system will not disturb the current plannng situation .
The duration shown the MD61(selection screen] is the planning horizon. If you enter any date outside the planning horizon system will issue a warning message indicating the same.
Thanks & regards
Mahesh
Reward points if useful

Planning Time Balance Properties

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